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Icon | Field Name | Description | ||
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Save and Close | Saves contract stop changes and closes the form. | |||
Save and Keep Open | Save changes to the current contract stop and keep the form open. | |||
 | Close | Close the form without saving any changes. | ||
 | Schedule | Opens recurrence schedule window. | ||
 | Generate Label | Generate a barcode label with information about the parcel that can be copied and used in another application in order to print out a label for the parcel. 
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 | Parcels | Displays parcels assigned to the contract stop. | ||
  | Clone | Creates a new contract stop by copying current stop information onto a new stop. The original stop is saved and closed. | ||
Miscellaneous Data | Display | XS Miscellaneous Data. | X Stream (XS) Miscellaneous Data is used during integration imports if needed for the integration. |
Customer Billing
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Availability in this section is dependent upon how the contract is set up. See Contracts. |
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Field Name | Description | ||
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Name | Name of company, person, etc., for contract stop. Not required but it should generally be used. The first few characters of an existing address point can be entered to find saved points. | ||
Address | The complete street address for the stop. Not required but it should generally be used (is required for successful route optimization). Address information is accessed by clicking on the "Address" button | ||
Phone | The phone number for the stop. This field is alphanumeric so both digits and formatting characters are saved. | ||
Contact | Contact name information. | ||
Long Remarks | Detailed information about the stop. This information is sent to the driver's mobile device.
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Short Remarks | Summarized information about the stop. This information appears on the manifest and is sent to the driver's mobile device.
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Driver Notes | General notes about the contract stop. Displayed in the Driver App on the Stop Info screen and in X Internet it is displayed under Short Remarks column with the Current Day's Short Remarks in Route Tracking. If the stop is consolidated in the Driver App, only the Remarks of the first consolidated will be displayed.
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Email/SMS Text Alerts | Email address(es) and/or phone number(s) that will automatically receive status update notifications for the posted contract stop. Separate multiple entries with a semicolon ";". | ||
Arrived / ETA / Completed | These checkboxes determine which emails will be sent during the pickup or delivery process. If a checkbox is grayed and you are unable to check it, this means that the status event is not set up with a message format in the customer record for the customer on the order.
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Labels | Label(s) for the customer to be used for reporting purposes. See Labels (Classic Operations App). |
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Field Name | Description |
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Stop Type | Specify stop type by selecting from these options: Start, Pickup, Delivery, Exchange, Meet, Flight, and End. Required. Additional stop types can be used, as needed. See Stop Types (Classic Operations App). |
Depot | Set Depot for the contract stop. See Depots (Classic Operations App). |
Route | Shows route to which contract stop will post. |
Reference 1 | This value will automatically be entered into the "Reference 1" field on the posted route stop form. |
Reference 2 | This value will automatically be entered into the "Reference 2" field on the posted route stop form. |
Parcel Info | |
Parcel Type | Sets default parcel type for the contract stop. |
Weight | Sets default weight for the contract stop. Clicking |
Pieces | Sets default number of pieces. |
Stop Sequence and Time Window | |
Sequence | Sequence this contract stop will have when it posts. |
Override time windows | Overrides the global Options > X Route "Stop Time Settings". See Global Options. |
Min | The earliest time the stop should be completed. You can add the number of days to be offset by. |
Preferred | Preferred time for the stop to be completed. You can add the number of days to be offset by. |
Max | Latest time the stop should be completed. You can add the number of days to be offset by. |
Post Stop As | Determines how routed work will post with routed work postings.
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User Fields
This tab contains any data placed in user fields in relation to a contract stop.
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Field Names | Description |
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User Field 1 | Available fields for additional data to capture on route stops. These field names can be customized on the customer record in the "General" tab under "Route Stop User Field Captions". See Customers - New/Edit Customer. |
User Field 2 | |
User Field 3 | |
User Field 4 | |
User Field 5 | |
User Field 6 |
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Field Name | Description | ||
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Mobile Secondary Lookup | A reference that can be used for Location Scanning by mobile devices. If this is blank when the stop is created, the address' Location Barcode will be automatically populated in this field. | ||
Customer Route ID | This field can be used with Customer Stop ID and Customer Account ID to track data regarding a customer's internal reference data relating to a given route and its stops. ExampleUsed in an imported record needs to make note of the shipping partner's names. | ||
Customer Stop ID | The Stop ID, if any used by the customer to reference this contract stop. | ||
Customer Account ID | The Account ID, if any used by the customer to reference this stop/route/location. | ||
Default BOL | BOL, or Bill Of Lading, is used for grouping.
Example for X MobileYou have a route that runs in downtown Phoenix and services 4 different customers, but you don't want to have 4 different routes, and prefer to have 1 route with co-mingled route stops for all 4 customers. However, your driver needs to have a parcel chain of custody for the imported work to give the shipper visibility to when the freight is loaded onto the truck and when it is delivered - this means 4 separate Load Stops for each customer. A BOL on the Contract Stop level can be used to set a grouping value that will allow the driver to take bulk action on all 4 route stops at once without having to open each route stop, find the right parcels to scan while loading the truck, and add separate POD/signature info for each stop. | ||
Date | When enabled, appends the date to the BOL, for each day the stops are posted to the dispatch board. This allows stops to be separated by date.
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Send Parcel Scans Immediately | Enable parcel scan timestamps in X Mobile to be sent immediately, instead of after the stop is marked "Completed". | ||
Force Location Scan |
See Force Location Scan. |
Required Input
This tab contains required driver input for the stop. Click the Add New button to add a new required driver input for the stop. See Driver App Required Driver Input. Double click on a required driver input to add a driver response or edit / delete the required driver input.
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Field Name | Description |
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Required Driver Input | The prompt the driver will see at the stop. |
Event | When the required driver input occurs. "Arrived" or "Completed". |
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